Latest Institutional Transactions on Ishares Tr (SHV)
This table provides information on the latest institutional transactions involving Ishares Tr (SHV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
BUY
|
- |
3.26K+ 28.26% |
$358K - $360K
|
14.8K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
302+ 3.44% |
$33.2K - $33.4K
|
9.08K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.41K+ 103.21% |
$485K - $487K
|
8.68K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
430K+ 19.99% |
$47.4M - $47.6M
|
2.58M
$285M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.27K+ 56.26% |
$470K - $472K
|
11.9K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-7.57K- 3.55% |
$833K - $836K
|
205K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.6K+ 12.47% |
$8.65M - $8.69M
|
709K
$78.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-10.2K- 66.69% |
$1.12M - $1.12M
|
5.07K
$560K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
201+ 1.44% |
$22.1K - $22.2K
|
14.1K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-26- 0.57% |
$2.86K - $2.87K
|
4.5K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.69K- 2.4% |
$296K - $297K
|
109K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.8K+ 13.79% |
$528K - $530K
|
39.6K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-157- 1.49% |
$17.3K - $17.3K
|
10.4K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
20+ 1.06% |
$2.2K - $2.21K
|
1.91K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38+ 1.66% |
$4.18K - $4.2K
|
2.32K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
147+ 1.54% |
$16.2K - $16.2K
|
9.68K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.99K- 16.77% |
$879K - $883K
|
39.6K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.1% |
$220 - $221
|
1.92K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.8KNew |
$308K - $309K
|
2.8K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.67K- 5.18% |
$514K - $516K
|
85.4K
$9.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.7K- 19.3% |
$1.18M - $1.18M
|
44.7K
$4.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
803+ 20.77% |
$88.4K - $88.7K
|
4.67K
$515K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.59K- 15.53% |
$616K - $618K
|
30.4K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2+ 0.09% |
$220 - $221
|
2.14K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
2.8KNew |
$308K - $309K
|
2.8K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
136KNew |
$15M - $15M
|
136K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-304- 2.66% |
$33.5K - $33.6K
|
11.1K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-2.41K- 1.12% |
$265K - $267K
|
214K
$23.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.17K+ 4.93% |
$239K - $240K
|
46.1K
$5.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-17.7K- 90.4% |
$1.95M - $1.96M
|
1.88K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.07K+ 5.95% |
$117K - $118K
|
19K
$2.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
46+ 0.64% |
$5.06K - $5.08K
|
7.24K
$798K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.92K- 11.58% |
$211K - $212K
|
14.7K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.11% |
$770 - $773
|
6.52K
$719K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.2K- 27.27% |
$132K - $133K
|
3.2K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-78.3K- 94.01% |
$8.62M - $8.66M
|
5K
$551K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-539- 4.39% |
$59.3K - $59.6K
|
11.7K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
785+ 8.83% |
$86.4K - $86.7K
|
9.67K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-8.65K- 6.91% |
$952K - $955K
|
116K
$12.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-122- 4.08% |
$13.4K - $13.5K
|
2.87K
$316K
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
25KNew |
$2.75M - $2.77M
|
25K
$2.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
75+ 1.18% |
$8.25K - $8.29K
|
6.41K
$707K
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
6.34KNew |
$697K - $700K
|
6.34K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.8K- 37.98% |
$1.3M - $1.31M
|
19.3K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-37- 0.64% |
$4.07K - $4.09K
|
5.73K
$632K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-36- 21.05% |
$3.96K - $3.98K
|
135
$14.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
9.4K+ 19.18% |
$1.03M - $1.04M
|
58.4K
$6.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-2.23K- 6.21% |
$246K - $247K
|
33.7K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 40.19% |
$190K - $190K
|
6.01K
$663K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.45K+ 7.91% |
$159K - $160K
|
19.7K
$2.18M
|
|